Position in WSO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$102,515
-$6,985 QoQ
Shares Held
246
-18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#617
of 780 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $230,396 across 3 Industrial Distribution names. WSO ranks #2 (44.5% of the industry book) .
All Filings in WSO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,515 | 246 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $109,500 | 301 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $108,497 | 322 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $133,419 | 330 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $126,744 | 287 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $143,340 | 282 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,926 | 156 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $182,487 | 371 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $186,220 | 402 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||